HOW TO UPLOAD DATA: For the CUPA-HR Faculty in Higher Education Salary Survey for Four-Year Colleges and Universities The Upload Data option in Surveys Online (SOL) allows you to upload a file of salary data, saving you the effort of manually entering a large quantity of data. The Upload Data option is for salary data only. Data on Institutional Basics must still be entered manually in Surveys Online. Step 1: Creating Your Data File to Upload Accepted File Types: Microsoft Excel (XLS) Excel 2007's XLSX format is NOT supported Comma separated values (CSV) DOS, UNIX or Mac line endings are accepted Set Up Rules: Excel files should contain only a single worksheet. (If a file has multiple worksheets, only the first worksheet will be uploaded.) Do not use a header record or first row to identify the fields or columns in the file. (Using a header record or first row will cause an error when uploading the file.) Salary data must be reported using the Department of Education’s Classification of Instructional Programs (CIP) Codes. 4-digit OR 6-digit codes must be used for tenured/tenure-track faculty and ONLY 4-digit codes for nontenure-track faculty and postdoctoral scholars. Acceptable CIP codes can be found at http://www.cupahr.org/surveys/worksheets.aspx. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, Non-Tenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. Step 2A: Formatting Your Data in Excel If you are using a CSV file format, refer to Step 2B on page 4. RECORD/ROW LAYOUT IN EXCEL REPORTING TENURED / TENURE –TRACK FACULTY (TT) Tenure Type TT CIP Code* XX.XX or XX.XXXX Format as text Faculty Rank** 1, 2, 3, 4 or 5 Number of Faculty >0 Average Salary Lowest Salary Highest Salary No dollar sign no decimals No dollar sign no decimals No dollar sign no decimals *Tenure/Tenure-Track faculty data are uploaded using either 4-digit or 6-digit CIP codes BUT NOT BOTH. You enter these codes in Column B. **Column C Coding for TT Faculty Rank: 1-Professor; 2-Associate Professor; 3-Assistant Professor; 4-New Assistant Professor; 5-Instructor. Note: Data for New Assistant Professors should be reported twice – with all Assistant Professors and then separately. Worksheets on Tenure Type and other detailed instructions are available at: http://www.cupahr.org/surveys/worksheets.aspx Example - If using 4-Digit CIP Codes (enter as X.XX or XX.XX): In the First Row Above by column: A: TT – tenure-track type; B: CIP 4.02 – Architecture; C: 2 – Associate Professor; D: 2 – number of faculty; E: $51,700 - average salary; F: $49,800 - lowest salary; G: $53,600 - highest salary. In the Second Row Above by column: A: TT – tenure-track type; B: CIP 9.04 – Journalism; C: 3 – Assistant Professor; D: 1 – number of faculty; E: $52,500 - annualized salary. Because the number of faculty is equal to 1, data are not entered for columns F and G - lowest salary and highest salary. Example – If using 6-Digit CIP Codes (enter as X.XXXX or XX.XXXX): In the First Row Above by column: A: TT – tenure-track type; B: CIP 4.0201 – Architecture; C: 1 – Professor; D: 1 – number of faculty; E: $70,000 - annualized salary. Because the number of faculty is equal to 1, data are not entered for columns F and G - lowest salary and highest salary. In the Second Row Above by column: A: TT – tenure-track type; B: CIP 9.0402 – Broadcast Journalism; C: 3 – Assistant Professor; D: 4 – number of faculty; E: $47,500 - average salary; F: $42,000 - lowest salary; G: $54,000 - highest salary. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, Non-Tenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. 2 REPORTING NON-TENURE TRACK FACULTY OR RESEARCHERS/POSTDOCORAL SCHOLAR (NT OR NR) Tenure Type CIP Code* NT or NR Format as text XX.XX Faculty Rank** Number of Faculty 1, 2, 3, 5 or 6 >0 Average Salary Lowest Salary Highest Salary No dollar sign no decimals No dollar sign no decimals No dollar sign no decimals *Non-Tenure-Track Faculty, Non-Tenure-Track Researchers/Postdoctoral Scholar data are uploaded using 4-digit CIP codes, which you will enter in Column B. **Column C Coding for Non-Tenure-Track Teaching Faculty Rank (NT) 1-Teaching Professor; 2-Teaching Associate Professor; 3-Teaching Assistant Professor; 5-Teaching Lecturer/Instructor. Coding for Non-Tenure-Track Research Faculty Rank/Postdoctoral Scholars (NR): 1-Research Professor; 2-Research Associate Professor; 3-Research Assistant Professor; 5-Research Scientist, 6-Postdoctoral Scholar Example for 4-Digit CIP Codes (enter as X.XX or XX.XX): In the First Row Above by column: A: NT – non-tenure-track teaching type; B: CIP 13.01 – Education, General; C: 2 – Teaching Associate Professor; D: 1 – number of faculty; E: $52,500 annualized salary. Because the number of faculty is equal to 1, data are not entered for columns F and G - lowest salary and highest salary. In the Second Row Above by column: A: NR – non-tenure-track research type; B: CIP 27.03 – Applied Mathematics; C: 3 – Research Assistant Professor; D: 5 –number of research faculty; E: $50,733 - average salary; F: $49,102 – lowest salary; and G: $53,620 – highest salary. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, Non-Tenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. 3 Step 2B: Formatting Your Data as CSV File If you are using an Excel file format, refer to Step 2A on page 2. RECORD LAYOUT FOR CSV FILES: Tenure Type, CIP Code, Faculty Rank, Number of Faculty, Average Salary, Lowest Salary, Highest Salary REPORTING TENURED / TENURE –TRACK FACULTY (TT) Tenure Type: TT Tenure/Tenure-Track faculty data are uploaded using either 4-digit or 6-digit CIP codes BUT NOT BOTH. You enter these numbers in CIP Code. Coding for TT Faculty Rank: 1-Professor; 2-Associate Professor; 3-Assistant Professor; 4-New Assistant Professor; 5Instructor. Note: Data for New Assistant Professors should be reported twice – with all Assistant Professors and then separately. Worksheets on Tenure Type and other detailed instructions are available at: http://www.cupahr.org/surveys/worksheets.aspx Number of Faculty should be greater than zero. Format Average Salary, Lowest Salary and Highest Salary with no dollar symbol, no commas and no decimals. Examples for 4-Digit CIP Codes: TT,4.02,2,2,51700,49800,53600 TT – tenure-track type; 4.02 – Architecture; 2 – Associate Professor; 2 – number of faculty; $51,700 - average salary; $49,800 – lowest salary; $53,600 – highest salary. TT,9.04,3,1,52500,, TT – tenure-track type; 9.04 – Journalism; 3 – Assistant Professor; 1 – number of faculty; $52,500 – annualized salary. Because the number of incumbents is equal to 1, data are not reported for lowest salary and highest salary. Examples for 6-Digit CIP Codes: TT,4.0201,1,1,70000,, TT – tenure-track type; 4.0201 – Architecture; 1 – Professor; 1- incumbent; $70,000 - annualized annual salary. Because the number of incumbents is equal to 1, data are not entered for lowest salary and highest salary. TT,9.0402,3,4,47500,42000,54000 TT – tenure-track type; 9.0402 – Broadcast Journalism; 3 – Assistant Professor; 4 - incumbents; $47,500 - average salary; $42,000 – lowest salary; $54,000 – highest salary. REPORTING NON-TENURE TRACK FACULTY OR RESEARCHERS/POSTDOCTORAL SCHOLARS (NT OR NR) Non-Tenure-Track faculty data are uploaded using the 4-digit CIP codes, which are the second field to enter in a record to upload. Coding for Non-Tenure-Track Teaching Faculty Rank (NT) 1-Teaching Professor; 2-Teaching Associate Professor; 3Teaching Assistant Professor; 5-Teaching Lecturer/Instructor Coding for Non-Tenure-Track Research Faculty/Postdoctoral Scholar Rank (NR): 1-Research Professor; 2-Research Associate Professor; 3-Research Assistant Professor; 5-Research Scientist, 6-Postdoctoral Scholar Number of Faculty should be greater than zero. Format Average Salary, Lowest Salary and Highest Salary with no dollar symbol, no commas and no decimals. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, Non-Tenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. 4 Examples for 4-Digit CIP Codes (entered as X.XX or XX.XX): NT,13.01,2,1,52500,, NT – non-tenure-track faculty type; 13.01 – Education, General; 2 –Teaching Associate Professor; 1 – number of faculty; $52,500 - annualized salary. Because the number of faculty is equal to 1, data are not entered for lowest salary and highest salary. NR,27.03,3,5,50733,49102,53620 NR – non-tenure-track research type; 27.03 – Applied Mathematics; 3 – Research Assistant Professor; 5 – number of faculty; $50,733 – average salary; $49,102 – lowest salary; $53,620 – highest salary. Step 3: Data Set-Up Checklist for Validation of Upload Files o o o o o o o o o (Check each validation rule below before uploading your file.) The three valid tenure types are: TT (Tenure/Tenure Track), NT (Non-Tenure Track) and NR (NonTenure Track Researchers). Column A if using Excel; first field if using CSV. The Department of Education’s Classification of Instructional Programs (CIP) Code (Column B or the second field in the row) must be valid. In Excel, the CIP Code must be formatted as text. Acceptable CIP codes can be found at http://www.cupahr.org/surveys/worksheets.aspx. Make sure that the CIP codes entered for Tenure/Tenure Track Faculty (TT) are either 4-digits OR 6digits, BUT NOT BOTH. For Non-Tenure Track Teaching (NT) and Research/Postdoctoral Scholar (NR), the CIP codes must be only 4-digits. For each tenure type the following are valid faculty levels: o Tenure/Tenure Track (TT): 1 (Professor), 2 (Associate Professor), 3 (Assistant Professor), 4 (New Assistant Professor), 5 (Instructor). o Non-Tenure Track (NT): 1 (Teaching Professor), 2 (Teaching Associate Professor), 3 (Teaching Assistant Professor, 5 (Teaching Instructor/Lecturer). o Non-Tenure Track Researchers/Postdoctoral Scholar: 1 (Research Professor), 2 (Research Associate Professor), 3 (Research Assistant Professor), 5 (Research Scientist), 6 (Postdoctoral Scholar). o Refer to Worksheets on Tenure Type instructions at http://www.cupahr.org/surveys/worksheets.aspx. Make sure that the Number of Faculty is greater than zero for each discipline-rank for which you are reporting data. Is the Number of Faculty equal to 1 for any position? If yes, then Lowest Salary and Highest Salary should not be provided. Is the Number of Faculty greater than 1 for any position? Then: o The Lowest Salary and Highest Salary can NOT be left blank. o The Lowest Salary must be less than the Average Salary and should NOT contain any decimal places, dollar signs or embedded commas. (Example: $40,000.00 should be entered as 40000) o The Average Salary must be less than the Highest Salary which should NOT contain any decimal places, dollar signs or embedded commas. (Example: $40,000.00 should be entered as 40000) Does the Number of Faculty equal to 2? Then the average of the Lowest Salary and Highest Salary must equal the reported Average Salary. The Average Salary must be greater than zero and should NOT contain any decimal places, dollar signs or embedded commas. (Example: $40,000.00 should be entered as 40000) ○ Check that each row has data for the Tenure Type, CIP Code, Faculty Rank, Number of Faculty and Average Salary, and if applicable, Lowest Salary and Highest Salary. ○ ○ ○ Verify that your file contains only one worksheet tab. Make sure that you do not have a header row to identify the columns in your worksheet. Delete any row without this information before you upload your file. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, NonTenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. 5 Step 4: Uploading Your File 1. Create the Upload File according to the directions in Step 2A or 2B for either Excel or CSV files. 2. Go to https://surveysonline.cupahr.org and log in using your Surveys Online username and password. 3. Go to the Surveys drop-down menu and select Survey Menu. Find the “Four-Year Faculty Salaries” for the year on which you are reporting and click on the “Go” button. 4. In the Survey Status section, check the box next to “My institution will complete this survey”. This allows you to enter your data and will reveal the option to Upload Data. 5. In the Upload Data section, use the Browse button to find the file you wish to upload. 6. Select your file and click the Upload button. 7. Wait while your data are verified and imported. 8. A webpage will automatically open to indicate either that your file was imported without trouble, or that there are one or more errors in the file that must be fixed. 9. If you have error(s) that must be fixed, review the Data Set-Up Checklist in Step 3 (depending on your file type), correct errors and upload your file again following Step 4. 10. When you have successfully uploaded your data, complete the Institutional Basics section of the survey. 11. Your survey is NOT complete until you check the Survey Status box next to “My institution has completed this survey.” 12. After you check this box, the Data Validation process will start automatically. Here, the system will review your data for Fatal or Serious Problems. Please review the description of each problem carefully. a. All Fatal Problems must be fixed. b. All Serious Problems can either be fixed or noted as correct with an explanation via the “Add a Comment” link. 13. Print a PDF of your data submission. Go to your survey’s status page in Surveys Online, scroll to the bottom of the page and “click for a print-friendly PDF of your survey” link. All data for Tenure/Tenure-Track Faculty, Non-Tenure Track Faculty, NonTenure Track Researchers and Postdoctoral Scholar should be uploaded at the same time in the same file. DO NOT UPLOAD DATA SEPARATELY AS THE UPLOAD PROCESS WILL OVERWRITE ANY EXISTING DATA. Need Assistance? The CUPA-HR research department staff is available to help. Simply contact us at research@cupahr.org. 6